CFP® CERTIFICATION: THE STANDARD OF EXCELLENCE

The Point Financial Group team brings you more than 100 years of collective industry experience, with associates who have met the rigorous education, examination, experience and ethics requirements set forth by the Certified Financial Planner Board of Standards, necessary to call themselves CERTIFIED FINANCIAL PLANNER™ practitioners. This certification communicates expertise and credibility amongst their peers, and serves as an indication of their status as qualified, trustworthy financial planners.

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Investment Management

Helping you preserve and grow your assets as you pursue the goals that are most important to you, your family or your business is the very core of our investment philosophy. As independent advisors, we have access to a full array of non-proprietary financial products, resources and investment research used to develop your customized investment strategy.

TPFG Strategic Investment Portfolios

Our team approach to investment advisory and portfolio management services helps to ensure you benefit not only from our collective experience, but the many perspectives and specialized expertise our individual team members bring in constructing and managing your portfolio. We have developed and manage our own model portfolios, The Point Financial Group (TPFG) Strategic Investment Portfolios, which enable us to create an investment strategy tailored to your specific objectives that seeks to ensure your assets are strategically allocated, diversified and managed over time, based on your needs, goals and risk tolerance.

An Emphasis on Due Diligence

LPL Financial’s open-architecture investment platform and stringent due diligence provide us with access to a universe of top industry talent to select among in constructing our model portfolios. The LPL Financial Research team employs a strict, highly disciplined investment manager screening process that results in a recommended list of select, leading industry separate account managers. Managers on the recommended list must continue to meet strict criteria over time to remain on the list.

We have access to a full array of financial products and services as we work with you to help ensure your assets are strategically allocated, diversified and managed: